Filed April 2, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,264 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $11,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,893 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,310 | $106,110+182.1% | $147,005+103.6% | $77,671+285.4% |
| Participation rate | 84.8% | 78.4%+6.4pp | 82.2%+2.7pp | 70.6%+14.2pp |
| Annual return | 17.65% | 56.77%-39.1pp | 418.76%-401.1pp | 31.21%-13.6pp |
| Employer contribution / active EE | $2,404 | $4,065-40.8% | $4,934-51.3% | $2,726-11.8% |
| Participant deferral / active EE | $10,211 | $7,992+27.8% | $8,070+26.5% | $4,648+119.7% |
| Admin fee / account holder | $46 | $338-86.3% | $13,006-99.6% | $430-89.3% |